Episode #15: Mailbag - Cash Settlements, Social Security Taxes, Inheritance
Join us as Barbara and Phil feature your listener questions. They'll discuss how to handle a cash settlement from an auto accident, how much of your social security is taxable, what to do if you've maxed out your Roth IRA contributions, and more.
Mailbag: Bonds, REITs, & Paying Off The Mortgage
Survival Guide: Lessons Learned For The Next Stock Market Crash
Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan
Why Is The Stock Market Going Up When The Economy Is Going Down?
Should You Be Wary Of Some Of Dave Ramsey’s Advice?
Best Intentions, Bad Advice
The CARES Act
Solid Financial Truths
Coronavirus Update & Financial Dictionary
How To Set Financial & Retirement Goals
Mailbag Questions: 401(k) Limits, Multiple Advisors, & Socially Responsible Investing
Where to Find Bias in Financial Media
SECURE Act Changes
Which Excuses Keep You From Retiring?
Mailbag Questions, Part 2
Finding Silver Linings In Bad Financial Situations
Estate Planning Mistakes
Sabotaging Your Own Retirement